Global Opportunistic Credit Fund Key Fundamental Indicators
| RGCSX Fund | USD 8.75 0.01 0.11% |
As of the 28th of February, Global Opportunistic retains the Coefficient Of Variation of 234.69, market risk adjusted performance of 2.34, and Risk Adjusted Performance of 0.2476. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Global Opportunistic Credit, as well as the relationship between them.
Global Opportunistic's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Global Opportunistic's valuation are provided below:Global Opportunistic Credit does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Global |
Global Opportunistic 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Global Opportunistic's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Global Opportunistic.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Global Opportunistic on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Global Opportunistic Credit or generate 0.0% return on investment in Global Opportunistic over 90 days. Global Opportunistic is related to or competes with International Developed, Global Real, Global Real, Global Real, Global Real, Global Real, and Growth Strategy. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net... More
Global Opportunistic Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Global Opportunistic's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Global Opportunistic Credit upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1493 | |||
| Information Ratio | (0.61) | |||
| Maximum Drawdown | 0.4627 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.117 |
Global Opportunistic Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Opportunistic's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Global Opportunistic's standard deviation. In reality, there are many statistical measures that can use Global Opportunistic historical prices to predict the future Global Opportunistic's volatility.| Risk Adjusted Performance | 0.2476 | |||
| Jensen Alpha | 0.0259 | |||
| Total Risk Alpha | 0.0178 | |||
| Sortino Ratio | (0.36) | |||
| Treynor Ratio | 2.33 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Global Opportunistic's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Global Opportunistic February 28, 2026 Technical Indicators
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| Risk Adjusted Performance | 0.2476 | |||
| Market Risk Adjusted Performance | 2.34 | |||
| Mean Deviation | 0.0716 | |||
| Downside Deviation | 0.1493 | |||
| Coefficient Of Variation | 234.69 | |||
| Standard Deviation | 0.0865 | |||
| Variance | 0.0075 | |||
| Information Ratio | (0.61) | |||
| Jensen Alpha | 0.0259 | |||
| Total Risk Alpha | 0.0178 | |||
| Sortino Ratio | (0.36) | |||
| Treynor Ratio | 2.33 | |||
| Maximum Drawdown | 0.4627 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.117 | |||
| Downside Variance | 0.0223 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.12) | |||
| Skewness | (0.37) | |||
| Kurtosis | 0.552 |
Global Opportunistic Backtested Returns
At this stage we consider Global Mutual Fund to be very steady. Global Opportunistic holds Efficiency (Sharpe) Ratio of 0.35, which attests that the entity had a 0.35 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Global Opportunistic, which you can use to evaluate the volatility of the entity. Please check out Global Opportunistic's Risk Adjusted Performance of 0.2476, coefficient of variation of 234.69, and Market Risk Adjusted Performance of 2.34 to validate if the risk estimate we provide is consistent with the expected return of 0.0303%. The fund retains a Market Volatility (i.e., Beta) of 0.0115, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Opportunistic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Opportunistic is expected to be smaller as well.
Auto-correlation | 0.91 |
Excellent predictability
Global Opportunistic Credit has excellent predictability. Overlapping area represents the amount of predictability between Global Opportunistic time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Global Opportunistic price movement. The serial correlation of 0.91 indicates that approximately 91.0% of current Global Opportunistic price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.91 | |
| Spearman Rank Test | 0.98 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Global Opportunistic Credit has an Annual Yield of 0.0565%. This is much higher than that of the Russell family and significantly higher than that of the Multisector Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Global Opportunistic Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Opportunistic's current stock value. Our valuation model uses many indicators to compare Global Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Opportunistic competition to find correlations between indicators driving Global Opportunistic's intrinsic value. More Info.Global Opportunistic Credit is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 24.96 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Global Opportunistic's earnings, one of the primary drivers of an investment's value.Global Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Global Opportunistic's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Global Opportunistic could also be used in its relative valuation, which is a method of valuing Global Opportunistic by comparing valuation metrics of similar companies.Global Opportunistic is currently under evaluation in annual yield among similar funds.
Global Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Opportunistic's current stock value. Our valuation model uses many indicators to compare Global Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Opportunistic competition to find correlations between indicators driving Global Opportunistic's intrinsic value. More Info.Global Opportunistic Credit is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 24.96 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Global Opportunistic's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Global Opportunistic
.Asset allocation divides Global Opportunistic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Global Fundamentals
| Total Asset | 611 M | ||||
| Annual Yield | 0.06 % | ||||
| Year To Date Return | 1.41 % | ||||
| One Year Return | 8.23 % | ||||
| Three Year Return | 8.63 % | ||||
| Five Year Return | 3.44 % | ||||
| Net Asset | 663.97 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 8.78 % | ||||
| Equity Positions Weight | 0.13 % | ||||
| Bond Positions Weight | 23.58 % |
About Global Opportunistic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Global Opportunistic Credit's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Opportunistic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Opportunistic Credit based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in credit-related investments. The fund is advised by RIM and multiple money managers unaffiliated with RIM pursuant to a multi-manager approach.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Global Mutual Fund
Global Opportunistic financial ratios help investors to determine whether Global Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Global with respect to the benefits of owning Global Opportunistic security.
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